Bullish on $MU : The memory supercycle isn’t peaking — it’s just getting stronger.
MU drops FY2026 Q4 numbers after close on Sep 30. Guidance already sits at $50B revenue and 86% gross margin. Street is pricing in a beat, and the setup looks solid.
Why I’m still bullish:
AI + HBM demand continues to outrun supply. Micron has locked in roughly $100B of multi-year take-or-pay HBM contracts plus 16 strategic customer agreements with floor pricing. That shifts the story from pure cycle pricing to contracted visibility.
Q3 already printed 84.9% gross margin on $41.5B revenue. Clearing 86% in Q4 looks very achievable if the mix stays HBM/data-center heavy and pricing holds.
Management keeps saying supply constraints look structural into 2027–28. New capacity doesn’t appear overnight.
The real question isn’t whether Q4 prints strong. It’s how much longer this supercycle can actually run before capacity finally catches up.
Where are you guys targeting MU after the report? Still adding on dips or taking some chips off?
$LSK showing strong momentum after a clean expansion from the 0.2916 base. Higher lows are holding and buyers remain in control of structure.
EP 0.2980 - 0.3030
TP TP1 0.3363 TP2 0.4401 TP3 0.6323
SL 0.2916
Price swept liquidity at the 0.3363 high and got a sharp rejection, now pulling back into the prior demand zone. Reaction from this area decides continuation. As long as 0.2916 holds, structure stays bullish and a reclaim of 0.3363 opens the path to new highs and beyond.
$AR showing strong momentum after a clean expansion from the 4.094 base. Higher lows are holding and buyers remain in control of structure.
EP 4.271 - 4.380
TP TP1 4.500 TP2 4.729 TP3 4.958
SL 4.094
Price swept liquidity at the 5.135 high and got a sharp rejection, now pulling back into the prior demand zone. Reaction from this area decides continuation. As long as 4.094 holds, structure stays bullish and a reclaim of 4.500 opens the path to new highs and beyond.
$WLD showing strong momentum after a clean expansion from the 0.4450 base. Higher lows are holding and buyers remain in control of structure.
EP 0.4900 - 0.5010
TP TP1 0.5325 TP2 0.5640 TP3 0.5884
SL 0.4694
Price swept liquidity at the 0.5884 high and got a sharp rejection, now pulling back into the prior demand zone. Reaction from this area decides continuation. As long as 0.4694 holds, structure stays bullish and a reclaim of 0.5325 opens the path to new highs and beyond.
$QNT showing strong momentum after a clean expansion from the 92.54 base. Higher lows are holding and buyers remain in control of structure.
EP 240.00 - 262.00
TP TP1 279.85 TP2 325.32 TP3 373.00
SL 201.92
Price swept liquidity at the 373.00 high and got a sharp rejection, now pulling back into the prior demand zone. Reaction from this area decides continuation. As long as 201.92 holds, structure stays bullish and a reclaim of 279.85 opens the path to new highs and beyond.
$AVAX showing strong momentum after a clean expansion from the 10.145 base. Higher lows are holding and buyers remain in control of structure.
EP 11.010 - 11.520
TP TP1 11.326 TP2 11.568 TP3 11.640
SL 10.700
Price swept liquidity at the 11.568 high and got a sharp rejection, now pulling back into the prior demand zone. Reaction from this area decides continuation. As long as 10.700 holds, structure stays bullish and a reclaim of 11.326 opens the path to new highs and beyond.
$XRP showing strong momentum after a clean expansion from the 1.4663 base. Higher lows are holding and buyers remain in control of structure.
EP 1.4889 - 1.5130
TP TP1 1.5182 TP2 1.5324 TP3 1.5476
SL 1.4596
Price swept liquidity at the 1.5324 high and got a sharp rejection, now pulling back into the prior demand zone. Reaction from this area decides continuation. As long as 1.4596 holds, structure stays bullish and a reclaim of 1.5182 opens the path to new highs and beyond.
$SOL showing strong momentum after a clean expansion from the 116.32 base. Higher lows are holding and buyers remain in control of structure.
EP 118.50 - 120.10
TP TP1 121.58 TP2 123.48 TP3 124.95
SL 117.79
Price swept liquidity at the 124.95 high and got a sharp rejection, now pulling back into the prior demand zone. Reaction from this area decides continuation. As long as 117.79 holds, structure stays bullish and a reclaim of 121.58 opens the path to new highs and beyond.
$ETH showing strong momentum after a clean expansion from the 2,635.69 base. Higher lows are holding and buyers remain in control of structure.
EP 2,696.00 - 2,721.00
TP TP1 2,735.00 TP2 2,739.97 TP3 2,780.00
SL 2,674.42
Price swept liquidity at the 2,735.00 high and got a sharp rejection, now pulling back into the prior demand zone. Reaction from this area decides continuation. As long as 2,674.42 holds, structure stays bullish and a reclaim of 2,735.00 opens the path to new highs and beyond.
$BTC showing strong momentum after a clean expansion from the 82,563.00 base. Higher lows are holding and buyers remain in control of structure.
EP 83,600.00 - 84,300.00
TP TP1 84,717.70 TP2 85,159.03 TP3 85,288.84
SL 83,004.33
Price swept liquidity at the 85,159.03 high and got a sharp rejection, now pulling back into the prior demand zone. Reaction from this area decides continuation. As long as 83,004.33 holds, structure stays bullish and a reclaim of 84,717.70 opens the path to new highs and beyond.
$BNB showing strong momentum after a clean expansion from the 753.81 base. Higher lows are holding and buyers remain in control of structure.
EP 759.00 - 765.50
TP TP1 772.56 TP2 779.32 TP3 784.55
SL 752.27
Price swept liquidity at the 784.55 high and got a sharp rejection, now pulling back into the prior demand zone. Reaction from this area decides continuation. As long as 752.27 holds, structure stays bullish and a reclaim of 772.56 opens the path to new highs and beyond.
$ADA showing strong momentum after a clean expansion from the 0.2329 base. Higher lows are holding and buyers remain in control of structure.
EP 0.2527 - 0.2561
TP TP1 0.2599 TP2 0.2654 TP3 0.2671
SL 0.2456
Price swept liquidity at the 0.2654 high and got a sharp rejection, now pulling back into the prior demand zone. Reaction from this area decides continuation. As long as 0.2456 holds, structure stays bullish and a reclaim of 0.2599 opens the path to new highs and beyond.
$GRT showing strong momentum after a clean expansion from the 0.02444 base. Higher lows are holding and buyers remain in control of structure.
EP 0.03192 - 0.03475
TP TP1 0.03670 TP2 0.03732 TP3 0.04000
SL 0.02922
Price swept liquidity at the 0.03670 high and got a sharp rejection, now pulling back into the prior demand zone. Reaction from this area decides continuation. As long as 0.02922 holds, structure stays bullish and a reclaim of 0.03670 opens the path to new highs and beyond.
$PEPE showing strong momentum after a clean expansion from the 0.00000426 base. Higher lows are holding and buyers remain in control of structure.
EP 0.00000432 - 0.00000436
TP TP1 0.00000440 TP2 0.00000448 TP3 0.00000462
SL 0.00000424
Price swept liquidity at the 0.00000462 high and got a sharp rejection, now pulling back into the prior demand zone. Reaction from this area decides continuation. As long as 0.00000424 holds, structure stays bullish and a reclaim of 0.00000440 opens the path to new highs and beyond.
$SEI showing strong momentum after a clean expansion from the 0.05684 base. Higher lows are holding and buyers remain in control of structure.
EP 0.08075 - 0.08520
TP TP1 0.08565 TP2 0.08710 TP3 0.09100
SL 0.07441
Price swept liquidity at the 0.08565 high and got a sharp rejection, now pulling back into the prior demand zone. Reaction from this area decides continuation. As long as 0.07441 holds, structure stays bullish and a reclaim of 0.08565 opens the path to new highs and beyond.
$SUI showing strong momentum after a clean expansion from the 0.9357 base. Higher lows are holding and buyers remain in control of structure.
EP 1.2337 - 1.2720
TP TP1 1.2947 TP2 1.3127 TP3 1.3500
SL 1.1547
Price swept liquidity at the 1.2947 high and got a sharp rejection, now pulling back into the prior demand zone. Reaction from this area decides continuation. As long as 1.1547 holds, structure stays bullish and a reclaim of 1.2947 opens the path to new highs and beyond.
$NEAR showing strong momentum after a clean expansion from the 4.100 base. Higher lows are holding and buyers remain in control of structure.
EP 5.230 - 5.335
TP TP1 5.578 TP2 5.652 TP3 5.900
SL 5.002
Price swept liquidity at the 5.578 high and got a sharp rejection, now pulling back into the prior demand zone. Reaction from this area decides continuation. As long as 5.002 holds, structure stays bullish and a reclaim of 5.578 opens the path to new highs and beyond.
$WLD showing strong momentum after a clean expansion from the 0.4007 base. Higher lows are holding and buyers remain in control of structure.
EP 0.5152 - 0.5390
TP TP1 0.5565 TP2 0.5884 TP3 0.5978
SL 0.4739
Price swept liquidity at the 0.5884 high and got a sharp rejection, now pulling back into the prior demand zone. Reaction from this area decides continuation. As long as 0.4739 holds, structure stays bullish and a reclaim of 0.5565 opens the path to new highs and beyond.
$ZEC showing strong momentum after a clean expansion from the 1,468.45 base. Higher lows are holding and buyers remain in control of structure.
EP 1,558.00 - 1,582.00
TP TP1 1,608.48 TP2 1,658.98 TP3 1,698.00
SL 1,507.47
Price swept liquidity at the 1,698.00 high and got a sharp rejection, now pulling back into the prior demand zone. Reaction from this area decides continuation. As long as 1,507.47 holds, structure stays bullish and a reclaim of 1,608.48 opens the path to new highs and beyond.